+36.2%
BMY vs EXPE
-4.7%
+41.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.9% |
| 7D | +2.1% | -0.5% | +2.6% | +2.1% |
| 30D | +7.0% | -6.1% | +13.1% | +7.8% |
| 3M | -0.9% | -21.3% | +20.4% | +0.3% |
| 6M | +14.9% | +19.0% | -4.1% | +15.0% |
| YTD | +22.8% | -8.4% | +31.2% | +25.5% |
| 1Y | +36.2% | -2.8% | +39.0% | +38.6% |
| All | +36.2% | -4.7% | +41.0% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EXPE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling